CFIUS Clearance: Macquarie Group and Waddell & Reed Financial By Trade Practitioner on June 11, 2021 Posted in CFIUS Case Summaries, Clearance Status: Clearance Acquirer: Macquarie Group Limited (Australia) Acquired: Waddell & Reed Financial, Inc. (US) Value: US$1.7 billion Industry: Financial Services… Continue Reading
CFIUS Clearance: Huatai Securities, AssetMark Financial Holdings and WBI OBS Financial By Trade Practitioner on May 20, 2020 Posted in CFIUS Case Summaries, China, Clearance, US Status: Clearance Acquirer: Huatai Securities Co., Ltd. (China); AssetMark Financial Holdings, Inc., (US) Acquired: WBI OBS Financial, LLC (US) Value: US$18.4 million Industry: Financial Services On September 30, 2019, AssetMark Financial Holdings, Inc. (NYSE: AMK), a “provider of extensive wealth management and technology solutions that power independent financial advisers and their clients,” (AssetMark Financial Holdings, Inc., … Continue Reading
CFIUS Filing Clearance: Huatai Securities, AssetMark Financial Holdings, and Global Financial Private Capital By Trade Practitioner on July 12, 2019 Posted in CFIUS Case Summaries, China, Clearance, US Status: Clearance Acquirer: Huatai Securities Co., Ltd. (China); AssetMark Financial Holdings, Inc., (US) Acquired: Global Financial Private Capital, LLC (US) Value: US$35.9 Million Industry: Financial Services… Continue Reading
